Insurance Account Manager

Insurance Account Manager at Avenica summary:

Personal Lines Advisor / Insurance Account Manager responsible for servicing existing personal insurance clients, managing renewals, rewrites, and policy documentation while delivering high-quality customer service. Role requires a Property & Casualty license, experience with AMS
360, strong attention to detail, and the ability to identify cross-sell/up-sell opportunities and support process improvements. Onsite, full-time position with benefits, bonus potential, and emphasis on long-term client relationships and professional development.

Personal Lines Advisor

Compensation: $70, annually (Based on Experience) + Bonus Opportunity
Work Setup: Onsite, Monday–Friday, 8:00 AM – 4:30 PM

Avenica partners with a longstanding, people-first insurance organization that has been helping individuals, families, and businesses protect what matters most for over 65 years. This team is known for its exceptional customer service, commitment to education, and dedication to building long-term relationships—not just selling policies.

This is an opportunity to join a trusted and community-focused insurance agency as a Personal Lines Advisor. You’ll be responsible for servicing existing clients, managing renewals, and helping clients navigate their personal insurance needs with clarity and confidence.

How You’ll Drive Impact

As a Personal Lines Advisor, you’ll play a key role in maintaining strong client relationships and ensuring every policyholder feels informed, protected, and valued. You’ll manage renewals and rewrites, handle client requests, and identify opportunities to add value through additional coverage or savings.

Key Responsibilities:

• Handle existing clients’ processes, renewals, and rewrites with accuracy and care.

• Provide exceptional in-house customer service and respond promptly to client inquiries.

• Educate clients on coverage options, technology tools, and ease of doing business.

• Review renewal policies for accuracy and rate changes; research savings alternatives if renewal increases exceed 15%.

• Identify opportunities for cross-sells and up-sells and coordinate with the Personal Insurance Producer.

• Maintain accurate records in AMS
  360; document all client communications and carrier interactions.

• Assemble applications, appraisals, and required materials for policy issuance.

• Monitor renewals, cancellations, and reinstatements to ensure seamless client service.

• Process and document mail, downloads, and policy updates daily per agency standards.

• Follow agency E&O guidelines and maintain orderly, up-to-date electronic files.

• Support special projects or process improvement initiatives as assigned by management.

About You

You’re a relationship builder and problem solver who takes pride in delivering an exceptional client experience. You value accuracy, communication, and professionalism, and you’re looking for a long-term opportunity to grow within a respected insurance organization.

Qualifications:

• 3+ years of experience in personal lines insurance or a similar role.

• Active Property & Casualty License

• Strong understanding of personal lines underwriting, coverage, and client service.

• Experience with AMS
  360 and Microsoft Outlook preferred.

• Detail-oriented with excellent communication and data-entry skills.

• Self-starter with strong organizational and follow-up abilities.

Why This Opportunity?

This position offers the chance to make a meaningful impact while growing your career within an established, supportive organization. You’ll work alongside experienced professionals who value mentorship, collaboration, and community involvement.

Benefits Include:

• Competitive salary with bonus potential.

• Health, dental, and life insurance.

• 401(k) with company match.

• Paid holidays, vacation, and sick time.

• Company-sponsored outings and team gatherings.

• Support for licensing and professional development.

Keywords:

personal lines insurance, insurance account manager, policy renewals, AMS
360, property and casualty license, client service, cross-sell, insurance underwriting, policy documentation